Professional
Added to YB: 2025-10-31
Pitch date: 2025-09-30
CMCSA [bullish]
Comcast Corporation
-16.59%
current return
Author Info
No bio for this author
Company Info
Comcast Corporation operates as a media and technology company worldwide. The company operates through Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks segments.
Market Cap
$85.0B
Pitch Price
$28.03
Price Target
N/A
Dividend
5.55%
EV/EBITDA
4.76
P/E
4.64
EV/Sales
1.36
Sector
Diversified Telecommunication Services
Category
N/A
First Eagle Global Fund Portfolio Holding: Comcast Corporation
CMCSA (holding update): Largest US telecom/media conglomerate w/ Xfinity, NBCUniversal, Sky. Beat Q earnings but down on broadband subscriber losses. Thesis intact: scale/density/cost advantages vs fixed wireless/fiber. Other segments performing well, strong cash flows, returning capital via dividends/buybacks.
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